Articles
December 15, 2023
Canada Pension Plan (CPP) Reforms: For 2024, Expect to Pay More
The Canada Pension Plan has been in the spotlight as the Alberta government proposes creating its own retirement plan.
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Articles
December 13, 2023
Your Digital Assets May Have More Value Than You Think
Even if you’re not a significant technology user, your digital footprint may be larger than you think.
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Articles
December 11, 2023
Time: The Investor’s Great Ally
As we look ahead to a new year, don’t overlook the impact of compounding and time on investing success.
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Articles
October 17, 2023
Back to Basics: The Importance of Having an Investment Plan
What constitutes a good financial plan?
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Articles
October 12, 2023
Year-End Tax Planning: Don’t Forget the Carry-Back/Forward Rules
Here are the rules for some of the more common tax deductions and credits.
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Articles
October 9, 2023
Is It Time to Revisit the Annuity Option?
What is a life annuity and why is it important?
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Articles
October 2, 2023
The Cost of Retirement: Will You Be Prepared?
Baby boomers will enjoy historically long life spans. For some, this may pose challenges when saving for retirement.
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Articles
September 28, 2023
A Tax-Efficient Alternative to GICs: The Discount Bond Opportunity
What is a discounted bond and why is it important?
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Articles
September 25, 2023
The RESP: Helping Grandchildren Fund the Cost of Education?
Can grandparents set up an RESP for the benefit of their grandchildren?
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Articles
September 22, 2023
Looking Forward: Growth Will Continue
Here are three anticipated drivers of future economic growth.
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Articles
September 18, 2023
RRIF Planning: Sometimes Forgotten — “In-Kind” Withdrawals
If you still have yet to open the RRIF, planning ahead is always recommended.
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Articles
September 11, 2023
Billions Remain Unclaimed: Keep Your Assets Working Hard for You
Here are two actions we can all consider to help keep assets working hard for the future.
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